TiVo

3 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Nov 21, 2022 by Anthony Wood · said 23 times in 4 episodes since 2020 · across every show →

Mentions by year

brought up most by Guy Raz (17), Hernán López (5), Jamie Siminoff (1)

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2024 2 mentions in 1 episode
2023 6 mentions in 1 episode
2022 14 mentions in 1 episode
2020 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about TiVo, oldest first

Nov 21, 2022 neutral
Assertion Partly supported
Wood: ReplayTV burned $20M monthly and missed its IPO window
“You know, even though we raised two hundred million dollars plus the burn rate had cranked up and we were spending, you know, I remember some months it would be twenty million dollars a month. The thing that changed the dynamic is they went public Before us, w…”
Anthony Wood Nov 21, 2022 ▶ 24:03 Roku: Anthony Wood
Nov 21, 2022 neutral
Assertion Supported
Wood: TiVo used dot-com funding to subsidize DVRs at $99
“TiVo, then Teleworld, decided that they would take advantage that this was like in the dot com boom. They would take advantage of the fact that they could raise a lot of money. They raised a lot of money, and then they started subsidizing the DVRs. Yeah, so th…”
Anthony Wood Nov 21, 2022 ▶ 21:53 Roku: Anthony Wood
Feb 19, 2024 negative
Insight
TiVo Failed by Refusing to Choose Between a Product or Service Model
“TiVo was a great company, but never decided, was it a product? Was it a service? Which is it? Is it both? And as the idea becomes mainstream, you've really got to do that and dive deeply. And the companies that survive do that well, and the companies that don'…”
John MacFarlane Feb 19, 2024 ▶ 56:31 Sonos: John MacFarlane
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